Anic Equity¶
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Total return since start: 0.613 %¶
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Equity now: -----------------------------> 49264.23 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45203.02 Kr¶
PnL: ---------------------------------------> 147.02 Kr¶
DD now: ---------------------------------> -7.259 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 09:39:55.365104'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.920000 | 1676.160000 | 207.160000 | 14.100000 | 1468.999998 |
| Sedana Medical | 93 | 5.210000 | 2702.580000 | 181.580000 | 7.200000 | 2521.000011 |
| Orrön Energy | 180 | 4.680000 | 2152.800000 | 109.800000 | 5.370000 | 2043.000000 |
| Platzer Fastigheter Holding B | 12 | 2.100000 | 990.000000 | 29.000000 | 3.020000 | 960.999996 |
| Sagax A | 4 | 2.330000 | 880.000000 | 26.000000 | 3.040000 | 854.000000 |
| Atrium Ljungberg B | 5 | 0.840000 | 960.500000 | 25.500000 | 2.730000 | 935.000000 |
| Sagax B | 4 | 1.430000 | 879.200000 | 25.200000 | 2.950000 | 854.000000 |
| Catena | 2 | 1.440000 | 814.800000 | 22.800000 | 2.880000 | 792.000000 |
| Hoist Finance | 35 | -0.170000 | 1002.750000 | 22.750000 | 2.320000 | 980.000000 |
| Gränges | 9 | 1.360000 | 940.500000 | 12.500000 | 1.350000 | 927.999999 |
| JM | 6 | -0.210000 | 876.000000 | 12.000000 | 1.390000 | 864.000000 |
| Hexatronic Group | 12 | 0.990000 | 977.760000 | 10.760000 | 1.110000 | 966.999996 |
| BioGaia B | 8 | 0.170000 | 936.000000 | 6.000000 | 0.650000 | 930.000000 |
| Biotage | 7 | 0.220000 | 945.000000 | 4.000000 | 0.430000 | 940.999997 |
| Clas Ohlson B | 12 | 0.060000 | 975.000000 | 2.000000 | 0.210000 | 972.999996 |
| Byggmax Group | 33 | 0.480000 | 957.660000 | 1.660000 | 0.170000 | 956.000001 |
| AcadeMedia | 8 | 0.500000 | 402.800000 | 0.800000 | 0.200000 | 402.000000 |
| Bilia A | 8 | 0.000000 | 900.000000 | 0.000000 | 0.000000 | 900.000000 |
| EQT | 4 | 0.430000 | 831.600000 | -0.400000 | -0.050000 | 832.000000 |
| HEXPOL B | 9 | -0.960000 | 1017.900000 | -3.100000 | -0.300000 | 1020.999996 |
| Alimak Group | 11 | 0.480000 | 921.800000 | -6.200000 | -0.670000 | 927.999996 |
| OX2 | 13 | 0.350000 | 943.800000 | -6.200000 | -0.650000 | 949.999999 |
| ASSA ABLOY B | 3 | -0.430000 | 772.500000 | -6.500000 | -0.830000 | 779.000001 |
| Creaspac SPAC | 39 | 0.110000 | 3701.100000 | -16.900000 | -0.450000 | 3717.999987 |
| VEF | 909 | 0.800000 | 1832.540000 | -17.460000 | -0.940000 | 1850.000436 |
| SKF B | 5 | -1.100000 | 921.750000 | -18.250000 | -1.940000 | 940.000000 |
| Nordic Waterproofing Holding | 7 | 0.300000 | 946.400000 | -20.600000 | -2.130000 | 966.999999 |
| Addnode Group B | 11 | -1.160000 | 891.000000 | -30.000000 | -3.260000 | 921.000003 |
| Latour B | 4 | -0.100000 | 817.200000 | -39.800000 | -4.640000 | 857.000000 |
| Vitec Software Group B | 2 | 0.290000 | 1045.000000 | -42.000000 | -3.860000 | 1087.000000 |
| Indutrade | 5 | 0.860000 | 1171.000000 | -47.000000 | -3.860000 | 1218.000000 |
| Bufab | 3 | -0.460000 | 1048.200000 | -60.800000 | -5.480000 | 1109.000001 |
| Hexagon B | 26 | 0.230000 | 3398.200000 | -62.800000 | -1.810000 | 3461.000010 |
| BHG Group | 97 | 1.360000 | 1373.520000 | -85.480000 | -5.860000 | 1458.999989 |
| INVISIO | 16 | 0.000000 | 3600.000000 | -89.000000 | -2.410000 | 3689.000000 |
| TOTAL | 45203.020000 | 147.020000 | -7.25921% | 45056.000411 |
Updated:¶
'2023-07-04 09:40:11.910927'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
